CAREERS AT CBIZ

Tax Senior Associate - Family Office /PCS in New York, NY at CBIZ

Date Posted: 11/28/2020

Job Snapshot

Job Description

With over 100 offices and nearly 5,000 associates in major metropolitan areas and suburban cities throughout the U.S. CBIZ (NYSE: CBZ) delivers top-level financial and employee business services to organizations of all sizes, as well as individual clients, by providing national-caliber expertise combined with highly personalized service delivered at the local level. CBIZ has been honored to be recognized as one of the Best & Brightest Companies to Work for in the Nation for 2019. The Best and Brightest Companies to Work For® competition identifies and honors organizations that display a commitment to excellence in their human resource practices and employee enrichment based on categories such as communication, work-life balance, employee education, diversity, recognition, retention and more. 

The New York City office of CBIZ MHM, LLC is currently seeking a highly motivated Tax Experienced Associate experienced in servicing High Net Worth (HNW) individuals and family groups to work in its Family Office Services (FOS) group.   Our FOS group is dedicated to assisting small business, high net worth individuals and family groups with financial planning, and a diverse array of accounting and tax services.  This is your opportunity to position yourself for professional growth and advancement in an exciting and dynamic firm. 

Essential Functions and Primary Duties

  • Complete all aspects of accounting, tax and audit engagements for clients including status updates to engagement managers and adhere to all quality control standards as required
  • Demonstrate understanding of the client’s business including analysis and planning of client engagements
  • Adhere to engagement budget constraints and complete assigned tasks within the time requested, explain variances when needed
  • Manage multiple sophisticated client engagements for high net worth individuals and family groups
  • Uses advanced knowledge of estate, gift, and trust tax returns, and trust accounting.
  • Review complex individual tax returns and related fiduciary, partnership, corporate, not for profit, and gift tax returrns, as well as 1040s and 10401s
  • Direct communication with clients and their advisors
  • Strategize with Senior Management regarding tax planning
  • Give clients’ recommendations and guidance on how to achieve their goals
  • Assist in identifying opportunities for growth
  • Research and resolution of tax issues and notices; handle federal, state and local tax examinations
  • Work closely with staff and senior management to mentor, train, supervise and evaluate staff
  • Achieve charge hour goals
  • Review associates’ accounting, tax or auditing work: provide constructive review points
  • May be involved in the client billing process by assisting Managers or Directors
  • Identify and begin to develop knowledge in selected specialty practice
  • Leverage industry knowledge and business acumen blending cross serve opportunities into client engagements
  • Participate in practice development activities such as: membership in qualified organizations capable of referring potential engagements
  • Execute administrative duties as assigned
  • Additional responsibilities as assigned

Minimum Qualifications

  • Bachelor’s degree required; Master’s degree preferred in Accounting, Taxation or related field preferred
  • 2 years of experience in public accounting or related field
  • At least one busy season of experience
  • CPA candidates preferred
  • Ability to manage deadlines, work on multiple assignments and prioritize each assignment as necessary
  • Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
  • Proficient use of applicable technology
  • Must be able to travel based on client and business needs

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